Evolution Wealth Advisors

Evolution Wealth Advisors as of March 31, 2026

Portfolio Holdings for Evolution Wealth Advisors

Evolution Wealth Advisors holds 176 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 24.3 $239M 940k 253.79
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 18.0 $177M 271k 650.34
Select Sector Spdr Tr State Street Tec (XLK) 7.0 $68M 514k 132.90
Select Sector Spdr Tr State Street Fin (XLF) 3.4 $33M 667k 49.37
Global X Fds Us Infr Dev Etf (PAVE) 3.1 $31M 606k 50.81
Spdr Gold Tr Gold Shs (GLD) 3.1 $30M 70k 430.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.7 $26M 45k 577.18
Select Sector Spdr Tr State Street Com (XLC) 2.4 $24M 213k 110.86
Amazon (AMZN) 2.1 $21M 99k 208.27
Ishares Msci Eurzone Etf (EZU) 1.9 $19M 298k 62.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.8 $18M 30k 597.55
Select Sector Spdr Tr State Street Hea (XLV) 1.7 $17M 115k 146.61
Global X Fds Defense Tech Etf (SHLD) 1.5 $15M 208k 70.84
J P Morgan Exchange Traded F Flexible Debt Et (JFLX) 1.2 $11M 228k 49.67
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 1.1 $11M 469k 23.98
Vanguard Index Fds Small Cp Etf (VB) 1.0 $9.7M 37k 261.92
Palantir Technologies Cl A (PLTR) 0.8 $8.2M 56k 146.28
Microsoft Corporation (MSFT) 0.8 $7.9M 21k 370.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $7.9M 16k 479.20
Select Sector Spdr Tr State Street Con (XLY) 0.8 $7.7M 71k 108.98
Select Sector Spdr Tr State Street Uti (XLU) 0.8 $7.6M 166k 45.89
Vaneck Etf Trust Uranium And Nucl (NLR) 0.7 $6.8M 51k 133.19
Alphabet Cap Stk Cl C (GOOG) 0.7 $6.5M 23k 286.86
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.6 $6.4M 166k 38.42
Ishares Core Msci Emkt (IEMG) 0.6 $6.1M 88k 69.75
Select Sector Spdr Tr State Street Ene (XLE) 0.6 $6.0M 98k 61.26
Ishares Tr Russell 2000 Etf (IWM) 0.6 $6.0M 24k 248.00
Ishares Tr Msci India Etf (INDA) 0.6 $5.9M 127k 46.84
J P Morgan Exchange Traded F Income Etf (JPIE) 0.5 $4.6M 100k 46.07
Vanguard World Inf Tech Etf (VGT) 0.5 $4.5M 6.4k 697.76
Alphabet Cap Stk Cl A (GOOGL) 0.5 $4.5M 16k 287.56
Tesla Motors (TSLA) 0.4 $4.4M 12k 371.75
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $4.2M 22k 191.92
NVIDIA Corporation (NVDA) 0.4 $4.2M 24k 174.40
Meta Platforms Cl A (META) 0.4 $4.1M 7.2k 572.16
Ishares Tr Us Aer Def Etf (ITA) 0.4 $4.1M 19k 218.75
Select Sector Spdr Tr State Street Con (XLP) 0.4 $3.9M 47k 81.98
Ishares Tr Ishares Semicdtr (SOXX) 0.4 $3.7M 11k 328.67
Putnam Etf Trust Bdc Income Etf (PBDC) 0.4 $3.4M 125k 27.58
Spdr Series Trust State Street Spd (KBE) 0.3 $3.2M 53k 59.55
Strategy Cl A New (MSTR) 0.3 $3.1M 25k 124.80
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.3 $3.1M 92k 33.81
Iren Ordinary Shares (IREN) 0.3 $2.5M 73k 34.28
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.2 $2.3M 135k 17.32
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $2.3M 21k 108.99
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.2 $2.2M 14k 165.70
Vanguard World Energy Etf (VDE) 0.2 $2.2M 13k 173.04
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $2.1M 34k 62.56
JPMorgan Chase & Co. (JPM) 0.2 $1.9M 6.4k 294.16
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $1.8M 4.7k 383.40
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $1.8M 23k 78.41
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.8M 25k 73.64
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.2 $1.7M 27k 63.91
Spdr Series Trust State Street Spd (XBI) 0.2 $1.7M 13k 127.73
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $1.6M 30k 55.52
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $1.6M 52k 30.68
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $1.6M 17k 93.93
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.5M 30k 49.89
Vanguard Index Fds Value Etf (VTV) 0.2 $1.5M 7.7k 196.20
Graniteshares Etf Tr Bbg Commd K 1 (COMB) 0.2 $1.5M 56k 26.27
Vanguard World Financials Etf (VFH) 0.1 $1.4M 12k 120.81
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $1.4M 2.00 718140.00
Spdr Series Trust State Street Spd (XAR) 0.1 $1.4M 5.3k 253.98
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $1.3M 13k 100.17
Proshares Tr Pshs Ult S&p 500 (SSO) 0.1 $1.2M 23k 51.88
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.2M 21k 56.79
Broadcom (AVGO) 0.1 $1.2M 3.8k 309.51
Intel Corporation (INTC) 0.1 $1.1M 26k 44.13
Ishares Tr Msci Uk Etf New (EWU) 0.1 $1.1M 25k 45.56
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.1M 2.6k 436.82
Pacer Fds Tr Us Small Cap Cas (CALF) 0.1 $1.1M 25k 44.87
Royal Caribbean Cruises (RCL) 0.1 $1.1M 3.9k 275.18
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $1.0M 20k 52.76
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.0M 9.3k 113.10
Ishares Tr Global 100 Etf (IOO) 0.1 $999k 8.3k 120.97
Bank of America Corporation (BAC) 0.1 $969k 2.1k 464.12
Direxion Shares Etf Trust Daily S&p 500 Bu (SPXL) 0.1 $967k 5.2k 184.89
Goldman Sachs (GS) 0.1 $967k 1.1k 845.99
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $956k 7.7k 124.31
Ishares Gold Tr Ishares New (IAU) 0.1 $925k 11k 88.16
Howmet Aerospace (HWM) 0.1 $922k 4.0k 230.46
Ark Etf Tr Innovation Etf (ARKK) 0.1 $911k 14k 67.59
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $889k 2.8k 320.81
Alcoa (AA) 0.1 $864k 3.8k 230.46
Ishares Tr Ishares Biotech (IBB) 0.1 $856k 5.1k 168.86
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $817k 20k 41.68
Tidal Trust I Fundstrat Granny (GRNY) 0.1 $813k 34k 23.87
Ishares Tr Msci Eafe Etf (EFA) 0.1 $776k 8.0k 97.13
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $755k 5.5k 138.38
New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.1 $733k 30k 24.11
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 0.1 $700k 30k 23.00
Wal-Mart Stores (WMT) 0.1 $695k 5.6k 124.28
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $655k 12k 53.22
Ishares Msci Equal Weite (EUSA) 0.1 $654k 6.4k 101.77
Ishares Tr Future Exponenti (XT) 0.1 $650k 9.5k 68.15
Vanguard World Comm Srvc Etf (VOX) 0.1 $639k 3.6k 179.84
Invesco Exchange Traded Fd T Large Cap Growth (PWB) 0.1 $630k 5.0k 125.93
Invesco Actively Managed Exc Total Return (GTO) 0.1 $626k 13k 46.83
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.1 $608k 14k 42.50
Advanced Micro Devices (AMD) 0.1 $607k 3.0k 203.43
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $604k 4.8k 125.46
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $603k 7.3k 82.43
Ishares Tr S&p 100 Etf (OEF) 0.1 $580k 1.8k 318.07
Micron Technology (MU) 0.1 $580k 1.7k 337.84
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $576k 5.9k 97.73
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $574k 6.9k 82.75
Ishares Tr Us Infrastruc (IFRA) 0.1 $559k 9.8k 57.20
Ishares Tr National Mun Etf (MUB) 0.1 $548k 5.2k 106.15
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $505k 382.00 1320.83
Ishares Msci Israel Etf (EIS) 0.1 $503k 4.3k 116.04
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $500k 9.3k 54.05
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $494k 8.7k 56.68
Vanguard World Consum Dis Etf (VCR) 0.1 $494k 1.4k 359.03
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.0 $481k 7.3k 65.69
Global X Fds Lithium Btry Etf (LIT) 0.0 $480k 6.5k 74.35
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $426k 14k 30.32
Citigroup Com New (C) 0.0 $424k 3.7k 113.41
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.0 $418k 4.3k 96.29
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $385k 4.0k 95.43
Applied Materials (AMAT) 0.0 $374k 1.1k 341.79
Ge Aerospace Com New (GE) 0.0 $371k 1.3k 283.77
Select Sector Spdr Tr State Street Ind (XLI) 0.0 $360k 2.2k 161.73
Spdr Series Trust State Street Spd (BIL) 0.0 $360k 3.9k 91.64
Ishares Silver Tr Ishares (SLV) 0.0 $359k 5.3k 68.14
Philip Morris International (PM) 0.0 $357k 2.2k 165.34
Texas Instruments Incorporated (TXN) 0.0 $348k 1.8k 194.14
Listed Fds Tr Roundhill Magnif (MAGS) 0.0 $344k 5.9k 57.94
Pfizer (PFE) 0.0 $343k 12k 28.08
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $334k 784.00 426.40
Spdr Series Trust State Street Spd (SPYV) 0.0 $334k 5.9k 56.58
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.0 $334k 4.0k 83.43
Tidal Trust Ii Defiance Daily T 0.0 $325k 25k 13.05
Abbvie (ABBV) 0.0 $323k 1.5k 217.42
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $308k 500.00 616.76
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $308k 1.5k 211.15
salesforce (CRM) 0.0 $307k 1.6k 186.69
Vanguard World Health Car Etf (VHT) 0.0 $306k 1.1k 272.33
Select Sector Spdr Tr State Street Mat (XLB) 0.0 $306k 6.1k 49.97
Chevron Corporation (CVX) 0.0 $300k 1.5k 206.90
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $299k 2.5k 118.62
Ishares S&p Gsci Commodity- Unit Ben Int (GSG) 0.0 $290k 9.0k 32.25
Costco Wholesale Corporation (COST) 0.0 $286k 287.00 996.43
Vanguard World Consum Stp Etf (VDC) 0.0 $285k 1.3k 224.59
Ishares Ethereum Tr SHS (ETHA) 0.0 $282k 18k 15.83
Procter & Gamble Company (PG) 0.0 $277k 1.9k 144.44
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL) 0.0 $276k 7.3k 38.02
Wedbush Ser Tr Dan Ives Wedbush (IVES) 0.0 $266k 9.4k 28.37
Home Depot (HD) 0.0 $264k 803.00 328.89
Global X Fds Global X Uranium (URA) 0.0 $264k 5.5k 48.43
Visa Com Cl A (V) 0.0 $263k 871.00 302.24
Exxon Mobil Corporation (XOM) 0.0 $252k 1.5k 169.66
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $252k 3.4k 75.10
Vaneck Etf Trust High Yld Munietf (HYD) 0.0 $250k 5.0k 50.14
Caterpillar (CAT) 0.0 $239k 337.00 708.46
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $233k 4.6k 50.95
Mastercard Incorporated Cl A (MA) 0.0 $230k 460.00 499.66
Spdr Series Trust State Street Spd (KRE) 0.0 $215k 3.3k 65.15
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.0 $213k 6.8k 31.58
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $213k 4.1k 52.64
Global X Fds Glbl X Mlp Etf (MLPA) 0.0 $213k 4.0k 53.87
Applovin Corp Com Cl A (APP) 0.0 $211k 531.00 398.00
Eli Lilly & Co. (LLY) 0.0 $211k 229.00 919.77
Arista Networks Com Shs (ANET) 0.0 $209k 1.7k 122.78
Pimco Etf Tr Active Bd Etf (BOND) 0.0 $209k 2.3k 92.29
Coreweave Com Cl A (CRWV) 0.0 $208k 2.7k 77.47
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $207k 964.00 215.06
Ishares Tr Rus 1000 Etf (IWB) 0.0 $206k 579.00 356.56
Ge Vernova (GEV) 0.0 $205k 235.00 872.90
Blackrock Health Sciences Te Com Shs (BMEZ) 0.0 $205k 14k 14.36
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $201k 3.4k 58.54
Corning Incorporated (GLW) 0.0 $200k 1.5k 135.97
Uber Technologies (UBER) 0.0 $200k 2.8k 71.93
Uipath Cl A (PATH) 0.0 $180k 16k 11.10
Pacific Biosciences of California (PACB) 0.0 $66k 50k 1.32
Neuberger Berman Real Estate Sec (NRO) 0.0 $35k 12k 2.84
D Fluidigm Corp Del (LAB) 0.0 $11k 12k 0.92